Danis & Affiliates Retirement Plan — Form 5500 plan (Danis Building Construction Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Danis & Affiliates Retirement Plan is a benefit plan reported by Danis Building Construction Company under EIN 31-1361003 and plan number 001. The latest loaded filing year is 2023. The filing reports 764 participants and $86,256,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Danis Building Construction Company
- EIN
- 31-1361003
- Plan number
- 001
- Plan type
- 3
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 764
- End-of-year plan assets
- $86,256,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 764 | H, C | 20241014074621NAL0014610323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,256,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,256,418
- Net assets (BOY)
- $72,113,365
Income & contributions
- Employer contributions
- $3,257,900
- Participant contributions
- $3,761,424
- Total contributions
- $7,039,002
- Total income / additions
- $19,365,192
Expenses & distributions
- Benefits paid
- $4,981,827
- Administrative expenses
- $207,027
- Total expenses
- $5,222,139
- Net increase / (decrease)
- $14,143,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oxford Financial Group Ltd | INVESTMENT ADVISOR | $206,449 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $577 | $0 | 2023 |